3.4.6.1 Creating Forms Using Data Exporter

Forms created using Data Exporter are used to export table data to CSV or JSON format.

You can also include filters and Dynamic placeholders to view and export specific set of data.

1. Select Data Exporter in Create New Form Definition page.
2. Enter the following details:
   • Source - Select one of the following input sources for the new form definition.
     • Table
     • View
   • Code - The application generates a unique value for Form Code and does not require any input.
   • Name - The name of the form in Form Name. You can enter between 3 to 100 characters. Only alphabets, numbers, spaces, and underscores are allowed.
   • Description - The Form Definition description. You can enter between 3 to 100 characters. Only alphabets, numbers, spaces, and underscores are allowed.
   • Created By - The username of the logged in User who created the form.
3. Click Apply to proceed with the Form creation.
   Click Close to return to the Form Designer Summary Page.
   The Table selection tab is displayed.
4. Select the Table from the drop-down list and click Apply.
   The Attributes tab is displayed.
5. Click the drop-down arrow corresponding to the table in the Entity Name field.
   The source attributes from the table and the mapped attributes from the Excel file are displayed.
   If the selected table has Child tables, the Child tables that you select from the Mapped Entities tab are also displayed in the Attributes tab. You can configure the attributes for the master table and its child tables.
6. Click Filter to apply filters to the form data. For more information, refer Creating Data Filters for New Form Definitions.
7. Select Participate in Data Security if you want to configure a specific condition. The condition that you configure is applicable when a user performs the data entry for the table records for each approved Forms Definition from the Data Entry Page. For more information, refer Enabling Data Security for New Form Definitions.
8. Click Select columns to view only specific columns.
9. Click Data Preview to preview the form data.
10. Select Auto Approve if you do not want to the Forms Definition through the PMF workflow. When you select this option, the Forms Definition is automatically approved from Forms Definition Summary Page and is available for Data Entry. A user with the required role can then perform the data entry without the need for an approval process. For more information, see Enabling Data Security for New Form Definitions.
11. Click Save as Draft if you want to save the Forms Definition in draft format.
12. Click Submit if you want to submit the Forms Definition for approval.